ESOP · DOL Form 5500 · 2022

The Fertrell Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
51st
Percentile by assets National rank
$268,120
Avg per participant High balance/head
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Official DOL plan name: The Fertrell Company Employee Stock Ownership Plan · Sponsored by The Fertrell Company · Pennsylvania · Agriculture, Forestry & Fishing

$5M in assets, 19 participants

The Fertrell Company's The Fertrell Company Employee Stock Ownership Plan reported $5M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #849 in Agriculture, Forestry & Fishing (1,523 peers)

What the 2022 filing shows

The Fertrell Company Employee Stock Ownership Plan holds $5M for 19 participants - about $268,120 per participant, above the median plan by assets.

#849
in Agriculture, Forestry & Fishing (1,523 peers)
-2.1%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Fertrell Company Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

The Fertrell Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,094,273 Top 49% higher than 51% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Fertrell Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fertrell Company Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 520627666 · The Fertrell Company PY 2022 · ESOP

The Fertrell Company Employee Stock Ownership Plan · $5M · 19 · 51st

  • PCT $5M
  • EIN 19
  • RANK 51st
  • PHOTO ESOP
  • IND near Pyramax Bank Employee Stock Ownership Plan
  • EOY ind #849

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Pennsylvania →

The Fertrell Company Employee Stock Ownership Plan in the asset neighbourhood

Pyramax Bank Employee Stock Ownership PlanPyramax Bank Employee Stock …$5MThe Fertrell Company Employee Stock Ownership PlanThe Fertrell Company Employe…$5MCorn Island Shipyard Employee Stock Ownership PlanCorn Island Shipyard Employe…$5MHurt & Proffitt, Inc. Employee Stock Ownership PlanHurt & Proffitt, Inc. Employ…$5MSpencer Enterprises, Inc. Employee Stock Ownership PlanSpencer Enterprises, Inc. Em…$5M
End-of-year total assets ($M) among The Fertrell Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$68K
Employer EIN520627666
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fertrell Company)

Sponsor-wide plan assets over time

All The Fertrell Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.399014540445712% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.09M $5.47M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 20 $5M
2024 1 22 $5M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Fertrell Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Fertrell Company Employee Stock Ownership Plan, Total assets ($B): 0.005094273 · Participants: 19The Fertrell Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
The Fertrell Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Fertrell Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Fertrell Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Pyramax Bank Employee Stock Ownership Plan in WI ($5M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Fertrell Company Employee Stock Ownership Plan assets move in 2022? ▼
The Fertrell Company Employee Stock Ownership Plan edged down modestly - down 2.1% during 2022, from $5M to $5M. Reported net income was -$68K.
How have The Fertrell Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fertrell Company's sponsor-wide assets grew 7.4%, from $5M to $5M.
Which ESOP plans are similar in size to The Fertrell Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pyramax Bank Employee Stock Ownership Plan in WI ($5M, 79 participants).
Which ESOP plans cover a similar participant headcount to The Fertrell Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520627666.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.